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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,630 | $71,878-31.0% | $86,698-42.8% | $68,486-27.5% |
| Participation rate | 71.0% | 72.2%-1.3pp | 76.6%-5.6pp | 67.9%+3.1pp |
| Annual return | -12.86% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,837-66.1% | $2,597-62.9% |
| Participant deferral / active EE | $3,626 | $3,779-4.0% | $4,656-22.1% | $4,028-10.0% |
| Admin fee / account holder | $996 | $6,113-83.7% | $7,493-86.7% | $5,404-81.6% |